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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,506 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $51,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,228 | $50,956+35.9% | $96,570-28.3% | $86,821-20.3% |
| Participation rate | 16.0% | 65.2%-49.2pp | 69.8%-53.8pp | 72.3%-56.3pp |
| Annual return | 22.55% | 21.27%+1.3pp | 37.79%-15.2pp | 97.94%-75.4pp |
| Employer contribution / active EE | $689 | $1,111-38.0% | $2,357-70.8% | $2,406-71.4% |
| Participant deferral / active EE | $1,149 | $2,954-61.1% | $3,849-70.1% | $4,132-72.2% |
| Admin fee / account holder | $390 | $166+135.0% | $6,182-93.7% | $170+130.1% |